TxHelpdesk

  • Login
  • Submit a Ticket
  • Knowledge Base
© 2025 TxHelpdesk
Knowledge Base
  • Knowledge Base
  • TxDialer
  • How to configure multi …
How to configure multi level disposition in the screen popup using forms?
0 recommendations  | 8 views

Steps to Create a New Form and Add Fields in the Campaign Module

  1. Navigate to Campaign → Forms.

  2. Click on the Add icon to create a new form. (highlighted in RED)

  3. Fill in the required details in the Form and click Submit.

  4. After successfully submitting the form, go to the Fields section.

  5. Enter the necessary field details and click Update.

  6. Once done, the form along with its fields will be listed as shown below.



     

    Testing the Form in Chirp

  7. After creating the form, log in to Chirp and initiate a test call.

  8. In the Disposition Form, the fields you added during form creation will be visible.

    Example: If you added Lead Source and Customer Type as Parent Dispositions while creating the form,
    then upon selecting that parent disposition during a call, the associated form will automatically be displayed with the respective fields.
     






Did you find it helpful?
Share
Other TxDialer Articles
  • How to add contacts to the DNC registry?
  • What are the different modes of Dialling?
  • How to achieve auto rechurn?
  • How to improve connect rates / productivity ?
  • How to fix when CRM disposition fails?
Categories
  • C - Tools
  • Chirp
  • CRM Integrations
  • General
  • Headset troubleshooting
  • TxChat
  • TxContact App
  • TxDialer
  • TxHelpdesk
  • TxRecord
  • TxReport
  • TxScreenCapture
  • TxSmartQ
  • TxTalk
  • TxTalk Web
  • User Manual